See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,187 | $118,680-60.2% | $98,907-52.3% | $158,922-70.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.71% | 372.35%-351.6pp | 196.43%-175.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,942 | $3,333-41.7% | $2,689-27.8% | $4,761-59.2% |
| Participant deferral / active EE | $2,632 | $5,088-48.3% | $4,244-38.0% | $5,982-56.0% |
| Admin fee / account holder | $196 | $10,131-98.1% | $6,642-97.0% | $11,246-98.3% |